Financial Planner

IDEX Consulting Ltd; London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial planning company in London is looking for experienced Financial Planners to enhance their career journey. This position offers a unique opportunity to work with a tech-led, supportive environment focused on high-net-worth clients. The successful candidate will enjoy a vibrant company culture, excellent career development, and minimal administrative tasks, allowing more time to advise clients effectively.

Benefits

Agile and flexible working policies

Full administrative and paraplanning support

Quality lead pool provided

Incredible career development potential

Qualifications

• Experience in Financial Planning required.
• Ability to manage a high-net-worth client base essential.
• Strong understanding of tech-led financial advice desired.

Responsibilities

• Support financial planners and paraplanners in career acceleration.
• Engage with high-net-worth clients delivering personalized solutions.
• Utilize cutting-edge software for effective financial planning.

Skills

Financial Planning

Client Management

Tech-Driven Solutions

Job description

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This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

Supporting Financial Planners and Paraplanners to accelerate their careers in London and the South East

London - hybrid

£80,000 plus bonus and benefits

I have an incredible opportunity in London for an experienced Financial Planner.

This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.

Offering top end, tech led, fully digitalised advice - this company truly encapsulates next generation financial planning using cutting edge behavioural finance research and lifestyle modelling software.

With the security of a large corporate and the excitement and activity of working within a smaller team they are privately owned and run in a way to benefit both their client and employees.

Would this be of any interest to you?

• Ultra-modern, fully digitised, market leading, 21stc - next gen technology
• Hybrid role - agile and flexible working policies
• Being part of something different - new - innovative and exciting
• This role is not 'the norm' - incredible opportunity
• Fantastic company culture; a fun, exciting and collaborative working environment
• Incredible career development potential - huge opportunities
• Digitally delivered, simple/clear advice - NO ADMIN AND NO NEEDLESS FILING. Giving you more time to advise your clients
• Competitive salary + bonus and benefits package
• Quality lead pool provided, 15-20 leads provided pcm
• Full administration and paraplanning support

This is an significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world?

If so, please email me in the first instance for further information.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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